21 Financial Services jobs in Pakistan

Posted 2 days ago

Description

Are you ready to achieve financial freedom?

Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day – freedom is the result with uncapped earnings.

At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. We have the systems, support, processes and people to help you accelerate your success. At Baystate Financial, our team is the very fabric of our firm.

What about benefits?

• Medical coverage plus Dental and Vision
• Life and Accidental Death and Dismemberment
• Short- & Long-Term Disability
• Health Spending Accounts (HSA)
• Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
• Top Producer Incentives
• Adoption Assistance

How’s the pay?

You decide. Your income potential is only as limited as your ambition. You have the ability to earn competitive commissions, incentives and bonuses.

WORK AUTHORIZATION REQUIREMENTS:

To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. Our work environment requires occasional in-office presence, so candidates must be local to Bedford, NH.

Responsibilities

What will I be doing?

As a Financial Services Professional, you’ll get to help people navigate challenges like preparing for retirement, saving for personal goals, and more. You’ll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following:

• Comprehensive training and development programs
• Mentorship program with seasoned advisors
• Diverse network of experienced advisors
• Dynamic marketing support and services
• World-class product solutions
• Leading-edge technology
• Road map for success

• A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.
• 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field.
• Familiarity with financial planning is a plus, but it is not necessary.
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

$80,000 - $100,000+ at plan commission

About Baystate Financial

We are Baystate Financial , and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs and then help them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results

We are based in Boston, Massachusetts and have been in business since 1901 making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.

Position Overview:

We are seeking a skilled Contract Underwriter to join our team. The Contract Underwriter will be responsible for evaluating and underwriting various types of contracts to assess risk and ensure compliance with company policies and regulatory requirements.

Key Responsibilities:

• Review and analyze contract documents to assess risk factors and determine eligibility for underwriting.
• Evaluate financial statements, credit reports, and other relevant documents to make informed underwriting decisions.
• Assess the terms and conditions of contracts to identify potential risks and propose suitable modifications or amendments.
• Collaborate with internal stakeholders such as legal, sales, and risk management teams to gather necessary information and ensure compliance with company policies and procedures.
• Communicate underwriting decisions to relevant parties and provide explanations or recommendations as needed.
• Maintain accurate records of underwriting decisions, correspondence, and contract-related documentation.
• Stay updated on industry trends, regulatory changes, and best practices related to contract underwriting.

Qualifications and Requirements:

• Bachelor's degree in finance, business administration, or a related field.
• 4 to 5 years of Proven experience in contract underwriting or a similar role.
• Strong analytical and critical thinking skills.
• Excellent attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in using underwriting software and other relevant tools.

Additional Skills (Preferred):

• Certification in underwriting or risk management.
• Familiarity with industry-specific regulations and compliance standards.

IGI Life Insurance (Packages Group), Pakistan

IGI Life Vitality Sialkot offers job opportunities for the Vitality product. The role involves sales operations and coordinating with different clients.

We are looking for:

- Assistant Branch Managers

We are seeking young men and women who possess skills, passion, integrity, and the ability to join Packages Group and be part of the larger Packages family.

Job Title: Business Development Manager – Pakistan

Location: Pakistan / Remote

Salary: Negotiable (based on qualifications and experience)

Job Description

This position is responsible for driving the company’s local payment and fund channel expansion in Pakistan. The primary objective is to integrate local banks and e-wallets (such as Easypaisa and JazzCash), and to facilitate exchange routes between the Pakistani Rupee (PKR) and USDT to support compliant, efficient fund flow for business operations. The ideal candidate will have hands-on experience with the local financial environment, including payment service providers (PSPs), banks, and exchange channels. They must be capable of independently initiating partnerships, executing integration, and coordinating both technical and business processes.

Key Responsibilities

Lead business negotiations with local banks, e-wallet providers (including but not limited to Easypaisa and JazzCash), and other third-party PSPs in Pakistan to establish and maintain strategic partnerships.

Conduct accurate market analysis of the Pakistani payment landscape, identifying customer demand, regulatory trends, competitors, business opportunities, and potential risks.

Design and implement localized payment product strategies for Pakistan, and optimize market entry and operational approaches.

Liaise with regulatory bodies, legal advisors, and consulting firms to ensure all payment operations are compliant with local laws and industry standards.

Requirements

Bachelor’s degree or above; majors in finance, economics, marketing, or related fields are preferred.

Minimum 1 year of experience in the payments industry, with familiarity in the Pakistani market.

Possess direct access to or working relationships with local banks and e-wallet providers.

Fluency in both Urdu and English, with strong verbal and written communication skills.

New York Life - Chris Courtney • Rochester , NY , US

Posted 3 days ago

Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

• Excellent networking & people skills to continually build & cultivate new relationships in the community
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

$113,500 at plan earnings.

About New York Life - Chris Courtney

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

Company Description

Askari Life Assurance Company Ltd. is part of a distinguished legacy under the Askari General Insurance Company Limited (AGICO) and the broader Askari Group, which has been a prominent name in various sectors of Pakistan since 1995. Askari Life is a publicly traded company on the Pakistan Stock Exchange (PSX) and is dedicated to offering swift claim processing and settlement with strong financial backing. Our team of highly trained professionals focuses on providing a client-centered policy management system to enhance the insurance/takaful experience and offer complete peace of mind.

Role Description

This is a full-time on-site role for a Financial Advisor, located in the Lahore District. The Financial Advisor will be responsible for managing client portfolios, advising on financial planning, retirement planning, and investments. Day-to-day tasks include conducting financial assessments, developing customized financial plans, and helping clients achieve their financial goals through effective advisory services.

Qualifications

• Financial Planning and Retirement Planning skills
• Expertise in Finance and Investments
• Proficiency in Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in the insurance or financial services industry is beneficial
• Bachelor's degree in Finance, Economics, or related field

Join Our Team as a

Financial Advisor (Female)

What You'll Do:

1. Provide expert financial advice to clients.
2. Build and manage investment portfolios.
3. Stay updated on market trends and opportunities.
4. Develop long-term relationships with clients.

What We're Looking For:

1. Bachelor's degree in finance, economics, or a related field.
2. Strong knowledge of financial markets and instruments.
3. Excellent communication and analytical skills.
4. Prior +1 year experience in financial advisory.
5. Certifications like CFA, CFP, or relevant licenses (a plus).

Job Rewards and Benefits : Communication, Gratuity, Incentive Bonus, Leaves, Sports and Entertainment

We are seeking a competent and dedicated candidate for the position of Manager in our Financial Advisory Services (FAS) Department .

Key Responsibilities:

• Lead and manage audit and accounting assignments for a diverse portfolio of clients.
• Build and maintain strong client relationships, addressing client needs and ensuring satisfaction.
• Develop comprehensive audit plans, considering risk assessments and regulatory requirements.
• Oversee the execution of audit procedures, ensuring adherence to standards and deadlines.
• Provide leadership and guidance to the FAS team, fostering a collaborative and high-performance environment, conducting performance evaluations, and mentoring team members.
• Identify and communicate financial and operational insights to clients.
• Advise clients on best practices for regulatory compliance.
• Assess and analyze financial and operational risks associated with client engagements.
• Develop strategies to mitigate risks and enhance risk management processes.
• Prepare comprehensive audit reports, summarizing findings and recommendations, and present them to clients and stakeholders.
• Perform any other tasks assigned by the MP as needed.

• ACCA/CA/ICMA (Finalist/Qualified)
• Bachelor's or Master's degree in Accountancy & Finance from a recognized and reputable institution.

• Minimum 5 to 8 years of relevant experience, preferably in a firm or relevant industry.
• Strong analytical and problem-solving skills.
• Proficiency in financial reporting, ERP systems, and reconciliation processes.
• Excellent communication and interpersonal skills.
• Expertise in MS Office and related financial tools.

What’s great about the job?

• Opportunity to expand your skills, embrace ideas, and grow your career with innovative projects.
• Work alongside qualified professionals like ACCAs, CAs, CMAs, MBAs, and others in the fields of tax, corporate, and finance.
• Enjoy a supportive, inclusive environment that values diverse perspectives, creativity, and well-being.
• Benefit from a comprehensive package that supports your professional and personal growth.

Each employee can see the impact of their work and contribute to the company's success. We organize various activities throughout the year, including weekly sports sessions, team-building events, monthly social gatherings, and more.

Provident Fund